Managing Report Limit Lists

Throughout the system, report limits can contain "List" type limits, where the user creates a custom list of Vendors, Customers, Employees, Jobs, etc. for use in filtering the report. If a list has been created, it can be saved and reused for other report limits. The following window is an Employee list limit, but these instructions apply for all "List" type limits.

Save This List for Future Use (button)

When this button is pressed, this window will appear:

Provide a name for the limit list being saved.

Retrieve a Saved List (button)

When this button is pressed, the system will first warn the user that selecting a saved list will replace the entries currently in the Included Records list.

Click Yes and the following window will appear:

Here is a pick list of all the saved lists for this list type. In the example shown here, this is a list of all the saved employee lists. Highlight the desired list and the window will be updated with all the Included Records from the selected list.

Browse All Saved Report Limit Lists

The user can view a list of all the saved Report Limit Lists by selecting Report Limit Lists from the Management drop-down menu. This window will appear:

These are all the Report Limit Lists that have been saved by all users. Lists can be added, changed and deleted from this browse window.